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Mark Thomas Mcfarland

Osaic Wealth, Inc.

Ogden, UT

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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2005-04-27
  • UT RA
    APPROVED
    Since 2005-04-27

Branch Locations

2651 Washington Blvd Suite 5, Ogden, UT 84401 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Osaic Wealth, Inc. Ogden UT 09/1996 Present
Other Businesses

1. FIXED AND INDEXED ANNUITIES - INDEFINITE - SPEND 8% TIME - THOUGH MCFARLAND FINANCIAL - OGDEN, UT. TRUSTEE FOR MCFARLAND FAMILY TRUST - NOT INVESTMENT RELATED- INDEFINITE. NO COMPENSATION - SPEND APPROXIMATELY 2% TIME. 2. MCFARLAND FAMILY TRUST POSITION: Other - trustee NATURE: Family Trust INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1990 ADDRESS: 2279 Malaga Ave, Santa Clara, UT 84765 DESCRIPTION: As Trustee of my parents trust I am responsible for helping with their real estate, and rental properties. Now that my parents have passed away I also provide guidance to any other matters involving family trust, such as dividing the estate. 3. SHIMMERING GLASS LLC. POSITION: President NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2014 ADDRESS: 2279 Malaga Ave, Santa Clara, UT 84765 DESCRIPTION: I inherited a duplex from my parents estate which I now own and take care of collecting the rent and any repairs or maintenance which I can easily do or hire out any jobs which I choose not to do.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-05-16
S63 Uniform Securities Agent State Law Examination 1987-11-06
  • S66 Uniform Combined State Law Examination
    2003-05-16
  • S63 Uniform Securities Agent State Law Examination
    1987-11-06

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